Dell Should Hire Mark Hurd, Acquire RIM

Both HP (NYSE:HPQ) and Dell (NASDAQ:DELL) reported strong results last week. Early this month, HP rattled the market when it announced the resignation of CEO Mark Hurd. In his five years at the helm of HP, Hurd has turned around the company and steered it through the recession and through many strategic acquisitions such as EDS, 3Com, and most recently Palm to position it strongly in adjacent markets. Only time will tell if HP without Hurd would be able to preserve the momentum. Meanwhile, Hurd has various options where he can put his excellent leadership skills to use. >>>

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Massive Attrition At Cognizant, Genpact

According to Gartner’s latest IT spending report, worldwide enterprise IT spending across all industry verticals is projected to grow 2.9% in 2010 and at 3.5% in 2011. As IT budgets grow, discretionary spend will rise. Revenues at U.S.-headquartered Cognizant Technologies (NASDAQ:CTSH) have already grown as a result of such demand. >>>

VMWare, EMC Going Gangbusters

Lazard Capital Markets estimates that the server virtualization software market will grow 14% in 2010 to $1.28 billion. Software needed to manage virtual environments is expected to grow 44% over the year to $1.88 billion, and desktop virtualization sales are projected to grow 184% in 2010 to $847.8 million. >>>

Consolidation In Talent Management

Taleo (NASDAQ:TLEO) and SuccessFactors (NASDAQ:SFSF) are the leaders in the talent management market with revenues of almost $200 million each. The rest of the market is trying to catch up through acquisitions. Let’s take a closer look. >>>

Nile, Monster Bank On International

The Federal Open Market Committee believes that the U.S. recovery has slowed in recent months, and employers remained reluctant to add to payrolls. With unemployment at 9.5% in June, retailers, especially luxury retailers, are beginning to see sales weaken. May’s research report released by SpendingPulse found luxury retail sales in the month to have fallen 3.9% over the year. >>>

Android Phones Outselling iPhones, But . . .

In my previous post on Samsung and Motorola, I observed that the two companies, which have launched many devices based on the Android operating system (OS), are gaining share in the smartphone market. Let’s take a look at their recent performances. >>>

Should Mark Hurd Run Cisco?

Concern over the economic recovery continues after last week’s employment report and this week’s signals of global weakness. This week, Cisco (NASDAQ:CSCO) reported a mixed fourth quarter that missed the average sales estimate. Its weak first quarter sales forecast also missed estimates as CEO John Chambers warned of a slower economic recovery. Last month, Juniper’s (NYSE:JNPR) modest earnings guidance also missed estimates. Meanwhile, acquisitions continued at both Cisco and Juniper. Let’s take a closer look. >>>

Comcast Faces Competition From Netflix

In the first quarter of the year, global ad spending jumped 12.5% over the year to $110 billion driven by strong growth in the emerging markets of Latin America and Asia Pacific. Television was the preferred media segment in the quarter with a 16% share of ad spending revenue, and its share grew 9% in the quarter. Analysts expect North America to remain the largest TV ad market and to be worth $47 billion by 2015, with Asia Pacific following at $34.4 billion. >>>

Payroll Sector: Acquisitions And Management Changes

The payroll sector continued to improve in the recent quarter as seen from the recent results of Automatic Data Processing (NASDAQ:ADP) and Paychex (NASDAQ:PAYX). ADP made two acquisitions in the quarter while Paychex on the other hand, is still shying away from acquisitions. Meanwhile, CEO has Jonathan Judge, who joined Paychex in 2004, has resigned. Let’s take a closer look.

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ERII’s Long-Term Outlook

Access to sustainable sources of potable water remains a concern for the world at large. Reports estimate that one child dies every fifteen seconds owing to lack of access to clean water. And the problem of water running out is not just in developing countries; it comes much closer to home. In the thirty-year period from 1980 to 2010, the Colorado River basin has been drying up owing to a population increase of over 20 million people in the western part of the United States. The basin, or watershed, drains an area of 637,000 square miles over seven states and Mexico. Energy Recovery Incorporated’s (NASDAQ:ERII) seawater reverse osmosis (SWRO) is a cost-effective way to meet demand for clean drinking water through affordable desalination. >>>